Personal Banker Jobs in Tuckahoe, NY
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Jersey City, NJ (20 miles from Tuckahoe, NY)
- 2 hours ago
- Jersey City, NJ (20 miles from Tuckahoe, NY)
- 2 hours ago
Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly...
- Tenafly, NJ (7 miles from Tuckahoe, NY)
- 4 hours ago
- Tenafly, NJ (7 miles from Tuckahoe, NY)
- 4 hours ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Personal Banker SAFE Act - South Ozone Park Branch
- Queens Village, NY (16 miles from Tuckahoe, NY)
- 17 hours ago
- Queens Village, NY (16 miles from Tuckahoe, NY)
- 17 hours ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Hackensack, NJ (12 miles from Tuckahoe, NY)
- 1 day ago
- Hackensack, NJ (12 miles from Tuckahoe, NY)
- 1 day ago
**Keywords**: Financial Representative, Wealth Management, Career Development, Mentorship Opportunities, Financial Advisor, Community Impact. #LI-MU1...
Personal Banker SAFE Act - South Ozone Park Branch
- Jamaica, NY (18 miles from Tuckahoe, NY)
- 1 day ago
- Jamaica, NY (18 miles from Tuckahoe, NY)
- 1 day ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- Pequannock, NJ (24 miles from Tuckahoe, NY)
- 3 days ago
- Pequannock, NJ (24 miles from Tuckahoe, NY)
- 3 days ago
As a Full Time Branch Banker within PNC's Northwest Region Retail Banking organization, you will be based in Pompton Plains, NJ....
Personal Banker - New Hyde Park, NY
- New Hyde Park, NY (16 miles from Tuckahoe, NY)
- 3 days ago
- New Hyde Park, NY (16 miles from Tuckahoe, NY)
- 3 days ago
Personal Banker - Hyde Park, NY Valley National Bank $17.31 - $28.85 / hr paid time off United States, York, Hyde Park 699 Hillside Avenue (Show on map) Jun 26, 2025 Back Personal Banker #25-459 Hyde...
- Jericho, NY (18 miles from Tuckahoe, NY)
- 3 days ago
- Jericho, NY (18 miles from Tuckahoe, NY)
- 3 days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Private Client Banker - New Build - Boerum Hill - Brooklyn, NY
- Brooklyn, NY (20 miles from Tuckahoe, NY)
- 4 days ago
- Brooklyn, NY (20 miles from Tuckahoe, NY)
- 4 days ago
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and...
- Leonia, NJ (11 miles from Tuckahoe, NY)
- 4 days ago
- Leonia, NJ (11 miles from Tuckahoe, NY)
- 4 days ago
As a Personal Banker, you will strengthen customer relationships with a defined sales process....
Senior Personal Banker - Clifton, NJ
- Clifton, NJ (17 miles from Tuckahoe, NY)
- 4 days ago
- Clifton, NJ (17 miles from Tuckahoe, NY)
- 4 days ago
Senior Personal Banker - Clifton, NJ Valley National Bank $17.31 - $28.85 / hr paid time off United States, Jersey, Clifton Jun 26, 2025 Back Senior Personal Banker #25-143 Clifton, Jersey, United States...
- Brooklyn, NY (20 miles from Tuckahoe, NY)
- 4 days ago
- Brooklyn, NY (20 miles from Tuckahoe, NY)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Institutional Banking Consultant
- Bogota, NJ (12 miles from Tuckahoe, NY)
- 4 days ago
- Bogota, NJ (12 miles from Tuckahoe, NY)
- 4 days ago
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find...
Financial Advisor - Auburndale, NY
- Flushing, NY (14 miles from Tuckahoe, NY)
- 4 days ago
- Flushing, NY (14 miles from Tuckahoe, NY)
- 4 days ago
management business development techniques, products, services and overall industry....
Personal Banker SAFE Act - Bilingual: English/Mandarin Preferred - Flushing Branch
- Queens Village, NY (16 miles from Tuckahoe, NY)
- 4 days ago
- Queens Village, NY (16 miles from Tuckahoe, NY)
- 4 days ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
Demographic Data for Tuckahoe, NY
Moving to Tuckahoe, NY? Find some basic demographic data about Tuckahoe, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Tuckahoe, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Tuckahoe, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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